You can set up permissions for a specific existing user to be able to Mark proposals as Lost.
When the permission is enabled, this user will be able to see and use the Mark Lost and Unmark Lost buttons on the navigator.
This feature allows you to empower more people on your team to follow up with the customers who have not made their decision to buy yet.
This is a permission-based feature and can be turned on and off per user by any admin.
How does it work?
From Office >> Users >> select the right User.
Click Edit.
Under "Select Permissions" use the checkbox to control the setting:
>When the checkbox is filled -- this user will see the "Mark/Unmark Lost" button from the navigator.
>When the checkbox is empty -- this user will not see the "Mark/Unmark Lost" button from the navigator.
Save.
NOTE: All users apart from your own will be shown on the Users list. To change the permission for yourself, click "My Profile" in the top right corner near the company logo.
Have suggestions about more permissions? Share your feedback in this Community Thread.
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